Latest Institutional Transactions on Bank Of Montreal (BMO)
This table provides information on the latest institutional transactions involving Bank Of Montreal (BMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.32K+ 473.74% |
$118K - $136K
|
1.6K
$160K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-206- 8.44% |
$18.5K - $21.3K
|
2.24K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
317+ 3.03% |
$28.5K - $32.8K
|
10.8K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-320- 5.35% |
$28.7K - $33.1K
|
5.66K
$567K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
59New |
$5.3K - $6.1K
|
59
$5.91K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32+ 0.06% |
$2.87K - $3.31K
|
50.6K
$5.06M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.14K- 2.84% |
$192K - $221K
|
73.2K
$7.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 6.98% |
$269 - $310
|
46
$4.61K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-60- 2.52% |
$5.39K - $6.2K
|
2.33K
$233K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
740KNew |
$66.4M - $76.5M
|
740K
$74.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
1.38K+ 0.61% |
$124K - $143K
|
226K
$22.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
14.5KNew |
$1.3M - $1.5M
|
14.5K
$1.45M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
6+ 0.2% |
$539 - $620
|
3.03K
$303K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
175+ 4.24% |
$15.7K - $18.1K
|
4.3K
$431K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-44- 1.67% |
$3.95K - $4.55K
|
2.6K
$260K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
53New |
$4.76K - $5.48K
|
53
$5.31K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
144K+ 4.53% |
$11.4M - $13.1M
|
3.33M
$333M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
500New |
$39.6K - $45.4K
|
500
$50.1K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
105+ 2.08% |
$8.31K - $9.53K
|
5.14K
$515K
|
|
|
Nov 19, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-122K- 67.91% |
$9.65M - $11.1M
|
57.6K
$5.77M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-207- 2.38% |
$16.4K - $18.8K
|
8.49K
$850K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.91K- 11.53% |
$151K - $174K
|
14.7K
$1.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.46K+ 70.79% |
$194K - $223K
|
5.92K
$593K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-35- 0.17% |
$2.77K - $3.18K
|
20.4K
$2.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
204+ 4.47% |
$16.1K - $18.5K
|
4.77K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-142K- 13.14% |
$11.2M - $12.9M
|
939K
$94.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-432- 10.31% |
$34.2K - $39.2K
|
3.76K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-37.1K- 1.45% |
$2.93M - $3.36M
|
2.53M
$253M
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
7.78K+ 2.32% |
$615K - $706K
|
343K
$34.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
333K+ 4810.08% |
$26.3M - $30.2M
|
340K
$34.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-216- 0.23% |
$17.1K - $19.6K
|
95.4K
$9.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-527- 4.61% |
$41.7K - $47.8K
|
10.9K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
757+ 12.01% |
$59.9K - $68.7K
|
7.06K
$707K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
89.1K+ 31.81% |
$7.05M - $8.09M
|
369K
$37M
|
|
|
Nov 14, 2024
Q3 2024
|
Newport Trust CO
Washington, DC |
SELL
|
- |
-23.1K- 1.64% |
$1.83M - $2.1M
|
1.39M
$139M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-6.3K- 36.21% |
$498K - $572K
|
11.1K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
11.4K+ 30.48% |
$902K - $1.03M
|
48.8K
$4.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.65K- 0.29% |
$368K - $422K
|
1.58M
$158M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.15K- 12.82% |
$91.3K - $105K
|
7.85K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
86.2K+ 75.63% |
$6.82M - $7.83M
|
200K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.51K- 8.43% |
$119K - $137K
|
16.4K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
30.8K+ 0.58% |
$2.44M - $2.8M
|
5.39M
$539M
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
7.11K+ 267.17% |
$563K - $646K
|
9.77K
$979K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.03M- 35.87% |
$81.7M - $93.7M
|
1.85M
$185M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
618+ 26.9% |
$48.9K - $56.1K
|
2.92K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
12.4K+ 608.41% |
$984K - $1.13M
|
14.5K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-643- 15.23% |
$50.9K - $58.4K
|
3.58K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.27KNew |
$180K - $206K
|
2.27K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 7.12% |
$121K - $139K
|
20K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-100- 80.65% |
$7.91K - $9.08K
|
24
$2.4K
|
|